Legal

Privacy policy

Last updated: [DATE]

Draft for review. Adapted from a tax-firm template into a software-product policy, which changes the data relationship in meaningful ways. Have an attorney confirm it before publishing, and make sure every security claim matches how the app is actually built.

Quarterlease LLC ("Quarterlease," "Company," "we," "us," or "our") respects your privacy. This Privacy Policy describes the information we collect through quarterlease.com and the Quarterlease application (together, the "Service"), how we use it, and the choices you have. By using the Service, you agree to this policy.

The Service is built for tax professionals. It involves two different kinds of information, and they are treated differently throughout this policy:

Account information about the firm or practitioner who subscribes and the users they add.
Client data that a firm enters about its own taxpayer clients to produce estimates. For client data, the firm decides what to collect and why, and Quarterlease processes it on the firm's behalf. Section 10 explains this role.

We may use third-party platforms and service providers, such as hosting, payment processing, and email delivery, to operate the Service. Those providers operate independently and are governed by their own privacy policies. If you disagree with this policy, your choice is not to use the Service. This policy may change from time to time, and continued use after a change means you accept it.

1. Children under 18

The Service is intended for tax professionals and is not directed to individuals under 18. We do not knowingly collect personal information from children under 18 for our own purposes. If we learn we have done so without a parent or guardian's consent, we will delete it. Client data that a firm enters may include dependents who are minors; that information is handled as client data under Section 10 and is processed on the firm's behalf. If you believe we hold information about a child in error, contact us at click to reveal email.

2. When we collect information

We collect information when you visit the Service, create an account, complete forms, start a trial, subscribe, contact support, or use the application. We may also receive limited information from service providers that help us run the Service, such as a payment processor confirming a charge.

3. What types of information we collect

Account information you provide. Names, email addresses, and passwords for each user; firm name, address, phone, website, and logo; and billing details processed through our payment provider. We do not store full payment card numbers.

Information collected automatically. When you use the Service we collect technical data through cookies and similar technologies, such as IP address, browser type, device information, pages viewed, and log data. We do not engage in cross-site behavioral tracking to build profiles or to target users based on sensitive characteristics.

Client data entered by firms. To produce estimates, firms enter information about their taxpayer clients, including names, filing status, dependents, dates of birth, income figures, deductions, credits, and withholding. The firm is responsible for the accuracy of this data and for having the right to enter it.

4. How we collect information

We use cookies, log files, and an analytics service to understand how the Service is used and to keep it working. You can refuse non-essential cookies through your browser settings, though some features may not function as a result.

5. How we use your information

We use information to provide, maintain, and support the Service; to calculate estimates and generate reports at a firm's direction; to process subscriptions and billing; to communicate about the account, security, and product changes; to detect and prevent fraud or abuse; and to meet legal obligations. We do not use automated decision-making that produces legal or similarly significant effects about individuals. We do not sell personal information, and we do not use a firm's client data to advertise.

6. Cookie policy

We use essential cookies that are necessary for the Service to function, preference cookies that remember settings, and analytics cookies that help us understand usage. You can control cookies through your browser settings. For general information about cookies, see allaboutcookies.org.

7. Third-party providers

The Service does not display third-party advertising. We use trusted providers to host data, process payments, and deliver email. These providers may process information under their own privacy policies, which we encourage you to review. We share information with them only as needed to run the Service and under contracts that limit their use of the data.

8. How we disclose information

We may disclose aggregated, non-identifying information without restriction. We disclose personal information only to service providers acting on our behalf under confidentiality obligations; to comply with a court order, law, or legal process; or in connection with a merger, acquisition, or sale of assets, subject to this policy. We do not sell personal information. At this time the Service does not respond to Do Not Track signals.

9. How we store and protect information

We use administrative, technical, and physical safeguards designed to protect information, including encryption in transit and access controls. No method of storage or transmission over the internet is completely secure. We retain information for as long as needed to provide the Service and to meet legal and recordkeeping obligations. See our security overview for more detail.

10. Client data and our role

For the taxpayer client data a firm enters, the firm is the party that decides what is collected and how it is used, and Quarterlease acts as a service provider that processes that data on the firm's instructions to deliver the Service. We do not sell client data and do not use it for our own purposes beyond operating and supporting the Service. A firm's clients should direct any requests about their personal information to the firm that holds the engagement. When a firm asks us to delete or export client data, we will do so subject to the retention obligations described in this policy.

11. Your California privacy rights

If you are a California resident, California law may give you additional rights regarding personal information we hold about you as an accountholder or visitor. To learn more, visit oag.ca.gov/privacy/ccpa. In the preceding twelve months we have not sold personal information. To exercise a right, email us at click to reveal email.

12. Your state privacy rights

State consumer privacy laws may give residents the right to confirm whether we process their personal information, to access and delete certain information, to correct inaccuracies, to request portability, and to opt out of certain processing. To exercise any of these rights as an accountholder or visitor, contact us at click to reveal email. Requests about taxpayer client data should go to the firm that entered it, as described in Section 10.

13. Right to opt out

You can opt out of marketing email at any time using the unsubscribe link in our messages or by contacting us at click to reveal email. We will still send account, billing, and security messages you need to use the Service.

14. Your data protection rights

Depending on where you live, you may have the right to be informed, the right of access, the right to correction, the right to erasure, the right to restrict or object to processing, the right to portability, and rights regarding automated decision-making. We will not deny service to someone for exercising these rights. To make a request, contact us at click to reveal email.

15. GDPR notice (EU/EEA, UK, Switzerland)

Quarterlease does not specifically market to individuals in the European Union, and this section applies only where required by law. If you are located in the EEA, the United Kingdom, or Switzerland, we process personal data on one or more of these bases: your consent, performance of a contract, compliance with a legal obligation, or our legitimate business interests. To exercise your rights or ask about our compliance, contact us at click to reveal email.

16. Data retention

We keep account and client data while an account is active and for a limited period afterward to allow recovery and to meet legal and tax-record obligations, then delete or anonymize it. Firms can request deletion of client records, subject to those obligations.

17. Changes to this policy

The date at the top shows when this policy was last revised. We may update it, and if changes are material we will post the update here and may notify accountholders by email. You are responsible for reviewing this page periodically.

18. Contact

You can reach us about this policy at:

Quarterlease LLC
[FIRM ADDRESS]
Email: click to reveal email